- JPMorgan Chase (Boston, MA)
- …the customer journey by turning product insights into meaningful relationships. As a Customer Success Manager in Client Services , you will be a core ... Navigate the organization to to ensure continuous improvement of service delivery **Required qualifications, capabilities, and skills** + 5+...+ 5+ years of experience or equivalent expertise in customer success roles in product or technology.… more
- Wells Fargo (Charlotte, NC)
- …payments, customer service , funding operations, custodial operations, securities settlement services , structured loan operations, and general ledger ... **About this role:** Wells Fargo is seeking a Securities Operations Specialist as part of the Trade Settlement team within Wealth and Investment Management (WIM)… more
- Wells Fargo (Charlotte, NC)
- …payments, customer service , funding operations, custodial operations, securities settlement services , structured loan operations, and general ledger ... **About this role:** Wells Fargo is seeking a Securities Operations Specialist as part of the Trade Settlement team within Wealth and Investment Management (WIM)… more
- Wells Fargo (Minneapolis, MN)
- …payments, customer service , funding operations, custodial operations, securities settlement services , structured loan operations, and general ledger ... **About this role:** Wells Fargo is seeking a Securities Operations Specialist as part of the Trade Settlement team within Wealth and Investment Management (WIM)… more
- Wells Fargo (Minneapolis, MN)
- **About this role:** Wells Fargo is seeking a Securities Operations Manager as part of the Trade Settlement team within Wealth and Investment Management (WIM) ... Operations. This team is responsible for operations-related functions for securities settlement related to brokerage and trust accounts for Wealth and Investment… more
- JPMorgan Chase (Brooklyn, NY)
- Be a leader committed to understanding customer needs with advanced knowledge of product development, design, and data analytics. As a Product Manager within the ... adoption of the strategic source of record for Wealth Management Securities Reference Data-including Instrument, Pricing, Classification, and Issuer data. You will… more
- Wells Fargo (Salt Lake City, UT)
- **About this role:** Wells Fargo is seeking a Contact Center Securities Operations Specialist within the Workforce Management team to lead scheduling for a dynamic ... Contact Center environment. **In this role, you will:** The Securities Operations Specialist will own the End to End...the End to End of scheduling process across Brokerage Services Contact Center within the Investment Client Contact Center… more
- TD Bank (New York, NY)
- …HR function: 3-5 years of appropriate professional experience. + Financial Services industry experience is strongly preferred. ** Customer Accountabilities:** + ... more specific details for this role. **Job Description:** TD Securities is looking for an HR Generalist at the...Human Resources. The HR Specialist provides specialized analysis, consultative service and advice for own area of expertise, and… more
- Coinbase (Columbia, SC)
- …driving product adoption. * Minimum of 2+ year of relevant experience in a financial services customer service or support role in a fast paced environment. ... primary subject matter expert for Coinbase's products, providing world-class service and support to our most valued customers. You'll...* Advanced knowledge of the financial services industry and securities trading. * Flexible… more
- Truist (Lumberton, NC)
- …Federal Reserve account such as ACH, cash letters, coin and currency, large customer wires, securities activity, mortgage activity and NCSS settlements. + Send ... the following job description:** Mid-level position to contribute to the success of Investment Portfolio Operations, Corporate Funding Operations or Collateral… more
- TEKsystems (Denver, CO)
- … that makes every interaction seamless and stress-free. What We're Looking For + Customer service champs with at least 1 year of experience (retail, food ... job-a career with growth, training, and clear pathways to success ? If so, we've got the perfect opportunity for... service , or similar counts!). + Career-minded individuals who thrive… more
- JPMorgan Chase (Boston, MA)
- Join JPMorganChase as a Fund Service Vice President and become a pivotal part of our dynamic team. This role offers a unique opportunity to leverage your expertise ... your deep knowledge of fund accounting and administration to deliver exceptional service . Your role will involve working closely with various teams, external… more
- Zions Bancorporation (Salt Lake City, UT)
- … and other investment products. + Excellent PC, mathematical, analytical, communication and customer service skills. + Self motivated + Requires a Bachelors and ... Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks...our organization, rewarding them for their contributions to our success . We recognize that banking is a "local" business,… more
- Charles Schwab (Westlake, TX)
- …24/7, including overnight and weekend availability. **Preferred qualifications** + Previous customer service experience + Previous client relationship experience ... status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's...study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63… more
- JPMorgan Chase (New York, NY)
- **CIB - Securities Services Product Manager - Fusion Analytics Specialist - New York - Executive Director** Join the Fusion by JP Morgan team! Help clients solve ... will: * Partner closely with the Fusion Sales and Securities Services Sales teams to cultivate and...client needs into product enhancements and roadmap priorities, feeding customer insights back into our development process Fusion by… more
- Charles Schwab (Omaha, NE)
- …Potential to work fully remote after training Preferred qualifications + Previous customer service or client relationship experience + Bachelor's degree or ... status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's...study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63… more
- Thrivent Financial (Bellevue, WA)
- …+ Make follow-up calls that require licensing as requested by advisory team or Customer Service Coordinator + Respond to client emails or phone calls: + ... Advisors. Individuals in this position will be focused on securities and investment advisory products and services ...State Life and Health insurance licensing + 3+ years customer service experience + Excellent communication skills,… more
- Atria Wealth Solutions (King, NC)
- …BSA. + Meet or exceed established service goals. + Identify and evaluate customer and employee needs for financial services , assess the objectives and goals ... respect with clients, employees, and members. + Maintain excellent customer service with clients by handling routine...services as well as, life insurance, annuity and securities products. Proficient in operational procedures related to … more
- Wells Fargo (Charlotte, NC)
- …payments, customer service , funding operations, custodial operations, securities settlement services , asset servicing structured loan operations, general ... balances of cash account balances and the allocation of securities for Tri-Party repo. **In this role, you will:**...**In this role, you will:** + Provide operational and customer support for lifecycle tasks for institutional trades +… more
- TD Bank (New York, NY)
- …York, New York, United States of America **Hours:** 40 **Line of Business:** TD Securities **Pay Detail:** $190,000 - $225,000 USD TD is committed to providing fair ... Preferred Qualifications: **Ready to be the change at TD Securities ?** We are an innovator and leader in the...and leader in the change management space. Our legendary customer & colleague experience continues to guide us as… more